Morningstar Prospects: Prospect Fund Strategies in Early 2025
The Morningstar Prospects fund list added mostly equity-oriented strategies to its coverage.
With the finance landscape rapidly evolving, keeping a pulse on upcoming and under-the-radar investment strategies can help set investors’ portfolios up for success in the future. Our analysts consistently research promising strategies to bring into and expand the Morningstar universe.
In our latest H1 2025 Morningstar US Prospects report, we added nine new strategies, dropped six, and graduated eight, leaving a total of 39 strategies as of January 2025. Our research provides an in-depth analysis of each strategy and the process behind curating the list.
Get the report to discover which new fund strategies have the potential to become long-term investment opportunities.
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What's Inside our Research:
What's Inside our Research:
- The Prospects fund list decreased by a net of five strategies in the beginning of 2025
- Detailed overview of every fund on the list of prospects by category and asset class
- A list of recent Morningstar Prospects “graduates” that now have full analyst coverage